CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$12.4M
3
+$9.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.46M
5
C icon
Citigroup
C
+$6.88M

Top Sells

1
+$6.53M
2
+$6.33M
3
+$4.79M
4
GLD icon
SPDR Gold Trust
GLD
+$4.57M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.23M

Sector Composition

1 Technology 21.6%
2 Consumer Discretionary 11.9%
3 Financials 9.39%
4 Communication Services 5.84%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2K ﹤0.01%
28
+3
1277
$2K ﹤0.01%
92
1278
$2K ﹤0.01%
+676
1279
$2K ﹤0.01%
212
1280
$2K ﹤0.01%
1
1281
$2K ﹤0.01%
236
-264
1282
$2K ﹤0.01%
+100
1283
$1K ﹤0.01%
1,400
1284
$1K ﹤0.01%
307
-81
1285
$1K ﹤0.01%
85
-6,172
1286
$1K ﹤0.01%
131
-132
1287
$1K ﹤0.01%
9
-1
1288
$1K ﹤0.01%
195
1289
$1K ﹤0.01%
133
1290
$1K ﹤0.01%
223
-185
1291
$1K ﹤0.01%
+200
1292
$1K ﹤0.01%
200
-3,676
1293
$1K ﹤0.01%
1,511
1294
$1K ﹤0.01%
266
1295
$1K ﹤0.01%
+50
1296
$1K ﹤0.01%
1,156
+334
1297
$1K ﹤0.01%
205
-1,956
1298
$1K ﹤0.01%
+373
1299
$1K ﹤0.01%
220
1300
$1K ﹤0.01%
1,000
50 51
52
53 54